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Super Contributor
rmikolainis
Posts: 1,252
Registered: 10-29-2008
0

Question on .inquiry module

When viewing reports for customers using the .inquiry module, can you set up rights using a udf ?

 

I created a SO Region Code UDF, and lets say for Customer XYZ, I don't want Larry to see data for region code A. Then Lets say for Jim I don't want him to see data for region code B. But for Paul, I want him to see all region codes, A and B.

 

Is this possible?

 

Thanks!

 

Moderator
SRYork
Posts: 125
Registered: 11-06-2009
0

Re: Question on .inquiry module

I don't think I understand totally (unless you have an add-on to .inquiry.)  .inquiry is customer inquiry.  Your example sounds like a salesperson inquiry where you want to filter what a salesperson can see. I know nothing about your salesperson example.  But, generally the answer to your question is no.  You can not assign a "security role" to a UDF column.

 

For .inquiry there wasn't any layering of access.  If the user was given access, they had full access to the pages.  Of course you could turn off the pages or add some JavaScript on your own to change that.

 

Similarly, with UDF's you could possibly work something out to toggle which report / template is displayed and how the filters would be applied. 

 

But, all of this is something you would need to work out.  It is not native to customizer and UDF's.

GatorGal